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Market: KOSPI (000660) Brokerage : Hyundai Motor Securities Analyst : Keochang Noh (RA: Donguk Youn) Investment Rating : BUY (Maintained) Target Price : KRW 405,000 (Raised) Core Momentum : Expanding AI inference and RAG workloads are expected to drive sustained HBM and enterprise SSD demand, while tighter legacy DRAM supply supports favorable pricing and additional…
Market: KOSPI (000660) Brokerage : iM Securities Analyst : Myeongsub Song Investment Rating : Buy (Upgrade) Target Price : KRW 380,000 (Raised) Core Momentum : Potential HBM oversupply and declining pricing are expected to pressure HBM profitability in 2026, while stable legacy DRAM and NAND conditions and growing server DDR5 and enterprise SSD demand provide…
Brokerage : Shinhan Securities Analyst : Kang-ho Oh, Ji-beom Seo Investment Rating : BUY (Maintained) Target Price : KRW 220,000 (Raised) Core Momentum : Target price raised based on mid-to-long term earnings resilience across all divisions, a 9% upward revision in 2H25 operating profit estimates, and valuation multiple re-rating driven by rising FC-BGA mix and…
Brokerage : Mirae Asset Securities Analyst : Jun-seo Park Investment Rating : BUY (Maintained) Target Price : KRW 225,000 (Raised) Core Momentum : Target price raised based on anticipated MLCC price increases in 2026 driven by Tier-1 oligopoly and effective capacity contraction, alongside structural long-term growth (CAGR +33%) in automotive FC-BGA substrates for Customer T….
Market: KOSPI (000660) Brokerage : Daishin Securities Analyst : Hyungkeun Ryu Investment Rating : BUY (Maintained) Target Price : KRW 330,000 (Maintained) Core Momentum : Expanding AI inference is expected to revive general server and legacy memory demand while driving enterprise SSD growth, as easing HBM supply uncertainties and sustained market leadership provide additional support…
Brokerage : Hana Securities Analyst : Min-kyung Kim Investment Rating : BUY (Maintained) Target Price : KRW 240,000 (Raised) Core Momentum : Target price raised to KRW 240,000 driven by tight MLCC supply in industrial/automotive/AI segments, Non-IT MLCC revenue projected to overtake IT in 2026, and expanding high-value FCBGA supplies across multiple AI accelerator clients….
Brokerage : iM Securities Analyst : Eui-young Ko Investment Rating : Buy (Maintained) Target Price : KRW 220,000 (Raised) Core Momentum : Target price raised by +22% to KRW 220,000 based on top-tier MLCC cycle recovery, projected FC-BGA supply tightening from 2H26, and integrated component growth (FC-BGA, MLCC, Camera) tied to Samsung Electronics’ foundry contract…
Brokerage : Yuanta Securities Analyst : Sunyoung Kou Investment Rating : BUY (Initiation) Target Price : KRW 180,000 (Initiation) Core Momentum : Product mix improvement led by AI servers and automotive applications, alongside expanding FC-BGA demand, driving earnings level-up and valuation re-rating potential. 📊 1. [Valuation & Key Financial Metrics] 🚀 2. [Market Opportunities &…
Brokerage : IBK Securities Analyst : Unoh Kim Investment Rating : BUY (Maintained) Target Price : KRW 170,000 (Maintained) Core Momentum : Expanding Non-IT MLCC exposure and transitioning the package substrate mix toward servers and automotive applications secure mid-to-long-term stable growth despite near-term 2H growth moderation. 📊 1. [Valuation & Key Financial Metrics] 🚀 2….
Brokerage : Kiwoom Securities Analyst : Sowon Kim Investment Rating : BUY (Maintained) Target Price : KRW 190,000 (Raised) Core Momentum : Product mix enhancement driven by AI servers and automotive applications offsets consumer IT weakness, paving the way for a structural re-rating via 2026 AI accelerator client diversification and application expansion. 📊 1. [Valuation…